Lifeworks Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lifeworks Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	26,779 -1,538	-5%	-$78.7K	0.15%	114
2026 Q1	$1.33M	Sell	28,317 -1,881	-6%	-$91.6K	0.17%	114
2025 Q4	$1.41M	Sell	30,198 -92	-0.3%	-$4.33K	0.18%	115
2025 Q3	$1.42M	Sell	30,290 -500	-2%	-$22.2K	0.19%	113
2025 Q2	$1.32M	Sell	30,790 -1,660	-5%	-$67K	0.2%	108
2025 Q1	$1.28M	Sell	32,450 -6,971	-18%	-$273K	0.21%	107
2024 Q4	$1.51M	Sell	39,421 -8,734	-18%	-$351K	0.27%	94
2024 Q3	$1.99M	Buy	+48,155	New	+$1.85M	0.39%	73
2024 Q2	–	Sell	-6,654	Closed	-$241K	–	240
2024 Q1	$241K	Sell	6,654 -2,129	-24%	-$74.9K	0.07%	209
2023 Q4	$311K	Buy	8,783 +2,823	+47%	+$96K	0.11%	156
2023 Q3	$200K	Buy	+5,960	New	+$206K	0.08%	181

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Lifeworks Advisors's SPEM Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.4% in Q2 2026, selling an estimated $78.7K and leaving 26,779 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #114.

Lifeworks Advisors first reported a position in SPEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2024. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Lifeworks Advisors held 26,779 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.39M as of Q2 2026.
Lifeworks Advisors sold 1,538 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $78.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of Lifeworks Advisors's portfolio in Q2 2026, its #114 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.99M in Q3 2024.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.